W
APPN icon

WealthOne’s Appian APPN Stock Holding History

WealthOne’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-750
Closed -$20K – 103
2018
Q4 		$20K Buy
+750
New +$20K 0.02% 279

Other funds holding APPN

ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

WealthOne's APPN Position: Q1 2019 in Review

WealthOne sold out of Appian (APPN) in Q1 2019, closing a stake of 750 shares — an estimated $20K sold.

WealthOne first reported a position in APPN in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 133 funds tracked by Wall St. Rank hold APPN as of Q1 2019.

  • WealthOne reported no remaining Appian position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 750 Appian shares in Q1 2019, an estimated $20K.
  • WealthOne first reported a position in Appian in Q4 2018 and held it in 1 quarter.
  • WealthOne's Appian position peaked at $20K in Q4 2018.
  • 133 funds tracked by Wall St. Rank held Appian as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.